Back-to-school season is here, and you don’t have to be a student to take advantage of that feeling of renewal. This is the perfect time to open a fresh notebook, review your finances and make a plan for the rest of the year.

Review Your Year: Fall Financial Reset

Get started by taking stock of where you are right now. Look back at your spending, saving and investments from this year, and note where you might have gotten off track. Maybe you need to move some money to your emergency fund, increase retirement contributions or pull back on spending. It’s better to know where you stand now, so that you can make changes before the year ends.

Here are some resources to help you assess your budget:

Busting Top Budget Myths

Mid-Year Goals Reflection

Budget Like a Pro in Six Steps – Part 1

Budget Like a Pro in Six

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